Platt Wealth Management LLC
CIK 0002109497 · SAN DIEGO, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-03 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$124.4K
2026 Q2
Positions
57
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
61.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
CGDV
CAPITAL GROUP DIVIDEND VALUE
17.0%
MNST
MONSTER BEVERAGE CORP NEW
7.5%
AVUV
AMERICAN CENTY ETF TR
6.0%
DFIV
DIMENSIONAL ETF TRUST
5.3%
GOOGL
ALPHABET INC
4.9%
JPM
JPMORGAN CHASE & CO
4.9%
AAPL
APPLE INC
4.4%
CGHM
CAPITAL GRP FIXED INCM ETF T
4.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.